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Prerequisites

  • The resource view must be enabled in the widget parameters (Show Resource View set to Yes).
  • Work items must have assignees (or the configured Resource Field must be populated).

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Filter by Clicking a Resource Name

  1. Locate the resource view panel below the Gantt chart timeline.
  2. Click the name of the resource (assignee) you want to filter by.
  3. The Gantt chart updates to show only rows where that resource is assigned.
  4. The selected resource row receives a visual highlight in the resource view.
Parent tasks and dependency-linked tasks remain visible to preserve the scheduling context, even if they are not directly assigned to the filtered resource.
You can load the Gantt pre-filtered to a specific team by adding a team URL query parameter. When filtered to a specific team, allocation markers reflect only that team’s assignments and capacity, not the full resource pool.

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Filter by Allocation Bubble

Clicking an allocation marker cell (bubble) in the resource view filters the Gantt to show work items for a specific resource within a specific time period. diagram

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Workload Column

When filtering by allocation bubble with Resource Load Calculation set to Remaining Estimate or Estimate + Spent, a selectedWorkload column appears in the table view showing the planned effort (in hours) for each contributing item. Since version 25.4.2, allocation bubble filtering works with all load calculation modes. However, the per-task effort column only appears for estimate-based modes.
Load Calculation ModeAllocation Bubble FilterEffort Column Shown
Leaf Items CountYes (since 25.4.2)No
Estimate + SpentYes (since 25.4.1)Yes
Remaining EstimateYes (since 25.4.1)Yes
Assignment AllocationYes (since 25.4.2)No
When you filter by allocation bubble, collapsed parent items automatically expand so you can view all affected items and their individual allocations.

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Use Resource Checkboxes

Each resource row in the resource view has a checkbox. Toggle these checkboxes to include or exclude specific resources from the filter. Combining checkbox selections with allocation marker clicks lets you refine the filter to show tasks for multiple resources.
Filtered work items without visible children are treated as leaf items in resource load calculations. If you filter out child tasks, parent items may appear in the workload count. Configure the resource view parameters carefully to ensure accurate workload reporting.

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Clear the Resource Filter

To remove the resource filter and show all items again:
  1. Click the Filter by Item toolbar button to toggle off the active filter.
  2. The funnel icon in the footer disappears and all rows become visible again.

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Verification

After applying a resource filter, you should now see:
  • Only work items assigned to the selected resource (plus their parent and dependent items for context).
  • The selected resource row highlighted in the resource view.
  • The footer showing the filtered row count (for example, “Rows: 4 of 10”).
  • The funnel icon tooltip describing the active resource filter.

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See Also

KB ArticlesSupport TicketsSource Code
  • prod-gantt-src/com.nextedy.polarion.gantt.client/cypress/e2e/filterByResourceMarker/OnAssignmentAllocation.cy.ts
  • prod-gantt-src/com.nextedy.polarion.gantt.client/src/js/components/toolbar.js
  • prod-gantt-src/com.nextedy.polarion.gantt/src/com/nextedy/polarion/gantt/model/Task.java
  • prod-gantt-src/com.nextedy.polarion.gantt.client/src/js/globals.js
  • prod-gantt-src/com.nextedy.polarion.gantt.client/cypress/e2e/working-calendars/selected-team.cy.ts